Alyson Dana

With a background in teaching, Alyson enjoys helping clients build the resources and confidence they need to pursue their most important financial goals. She finds the most satisfaction in helping clients move from uncertainty about retirement to feeling confident in their ability to enjoy a comfortable lifestyle with a clear plan in place.

Before joining McAdam, Alyson worked as a daycare assistant teacher and tutor. She graduated from Merrimack College with dual bachelor’s degrees in mathematics-economics and business administration. She has passed the Series 65 securities exam and holds life, health and annuities insurance licenses.

Alyson lives in Peabody, Massachusetts, where she enjoys spending her time with her family. Outside the office, she can be found coaching fitness classes, working out or tutoring middle school and high school math.